Glass Jacobson Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$18.2K	Sell
2025 Q1	$802K	Hold
2024 Q4	$802K	Sell
2024 Q3	$799K	Buy
2024 Q2	$711K	Buy
2024 Q1	$661K	Buy
2023 Q4	$601K	Buy
2023 Q3	$284K	Buy
2023 Q2	$102K	Buy
2022 Q4	$134K	Buy